+101.9%
NEOV vs VT
+142.9%
-41.0%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.5% | +0.2% | +23.2% | +23.3% |
| 7D | +20.6% | -2.3% | +22.9% | +23.4% |
| 30D | -6.6% | -5.0% | -1.7% | -2.1% |
| 3M | -7.6% | -4.9% | -2.7% | -2.9% |
| 6M | +3.8% | -1.5% | +5.3% | +7.2% |
| YTD | -14.3% | +8.5% | -22.8% | -16.4% |
| 1Y | -35.4% | +11.4% | -46.7% | -38.0% |
| 3Y | +23.5% | +70.1% | -46.6% | +1.0% |
| 5Y | -62.2% | +53.7% | -116.0% | -67.9% |
| All | +101.9% | +142.9% | -41.0% | +44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling